Critical minerals, western security and the case for US .... Today, one strategic imperative for the US (and the West) is becoming increasingly urgent, namely the vulnerability of supply chains, and in particular the critical minerals vital for electric vehicles, battery storage and the wider energy transition.
The International Energy Agency estimates that we need an extra $800 billion of investment in new mining projects by 2040 to meet the 1.5 °C target. To appreciate the scale of the challenge, compare critical minerals to oil, with its historically fraught impact on international relations.
https://www.mining.com/critical-minerals-western-security-and-the-case-for-us-leadership/